Add people to your system and issue them credentials. Then assign people to spaces, to groups, and assign roles to them. Extended access times can also be enabled for people

Configure spaces before assigning people to them. For more information, refer to configure a space.

Searching

When viewing the list of people, a search can be performed to find a specific person by first name, last name, email, person ID, or badge ID. In the Search People field, start typing in the search term. Results appear while typing.

Filtering

When viewing the list of people, filters can be used to refine the list to a smaller subset of people. Select the Filter button filter button to open the Filters screen, and then choose any of the following filter options:

  • Source - (visible only when there are users from a connected external system) This filter shows people based on how they are currently managed in the system. Filtering options: Locally managed (in the system on site) or Remotely managed (through a connected system). locally managed icon indicates a locally managed person and remotely managed icon indicates a remotely managed person.
  • Person Status - This filter shows people based on their status. Filtering options: Active only, Inactive only, or Show all people.
  • Login - This filter shows people based on their roles. Filtering options: Able to log in (assigned a role), No login access (not assigned a role), or Login access invitation sent (login pending). For more information, refer to assign a role.
  • Email - Choose Has email to show people with a saved email address. To show people who do not have a saved email address, choose No email.
  • Person ID - Choose Has Person ID to show people who have a person ID. To show people who do not have a person ID, choose No Person ID.
  • Custom Fields - This filter shows people based on the customized text fields in the system.

The Search People option is used in conjunction with the filter selections. For example, if a person's name is entered for the search criteria and they do not have an email, and the filter selection is Has email, that person will not be found.




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